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Hello and welcome to the Hayes Girling Financial Tax Time Newsletter.

Tax Time is here and our phones are starting to run HOT!

Appointment times during the period July to September are listed below. Phone 9764 2244 or email info@hgfin.com.au to make a time.

You are also able to book your preferred appointment time thru our website. Click on the "Request Appointment" tab and complete.

Rowville -

    Day Time (9 am - 5 pm):            Weekdays - Monday - Friday
    Evenings (
5 pm - 7.30 pm):      Monday, Tuesday or Thursday.

Narre Warren North -
    Day Time:                                  Thursday (only)    3 pm - 5 pm

    Evenings (7 pm - 8.30 pm):      Monday, Tuesday or Wednesday.

 

To assist you preparing for the appointment, the Client Resources area on our website contains a checklist of items for you to consider when giving your accountant your tax information. There are also supplementary forms for specific deduction or income sources that my also be beneficial.

BUSINESS OWNER OBLIGATIONS

For our business clients, there are a number of obligations and procedures that need attending to at financial year end. These are also addressed and itemised in the Client Resources area of the website.

SELF MANAGED SUPER FUNDS (SMSF)

SMSF’s are gaining in popularity as clients seek to gain more control over their retirement capital. They are not appropriate for everybody!

To gain an insight, make an appointment to meet with a SMSF accredited financial adviser to discuss your circumstances.


 

And of course, if you have any questions, please don't hesitate to e-mail us at info@hgfin.com.au or call us on 03 9764 2244. We'd be happy to assist you!

PS. If there are other people you know who would like to subscribe to this newsletter, they can  sign up here.

If you have received this message in error (presumably someone used your email address to register), please refer to the removal instructions at the bottom of this email.

 

 

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